GreatAmerica Financial Services is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, or veteran status.

GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors and dealers be more successful and keep their customers for a lifetime. While GreatAmerica has grown to more than 500 team members, our entrepreneurial spirit remains and endless opportunities lie ahead. We have experienced unparalleled year over year growth since our founding in 1992. GreatAmerica is structured in cross functional teams that allow individuals to make informed decisions that benefit the company and our customers. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.

About this position

Do you enjoy building and maintaining customer relationships? Are you a natural problem solver? We are seeking a self-directed individual to join our team as an integral component of the GreatAmerica Portfolio Services Group. The Client Relationship Manager is responsible for maintaining and enhancing the relationship between our team and key external clients. This will include ensuring the continued growth and success of existing client relationships, as well as the effective onboarding of new client relationships that have been originated by sales. This is a true hybrid position, requiring both external customer relationship ability, as well as strong internal communication and coordination skills. You will work closely with our clients to understand their unique needs and day-to-day operational issues. Once the client’s needs or issues are understood and documented, you will own the follow-up, working closely with the internal operational team to ensure a good outcome for the client. Ultimately, we are seeking a strong business person, with a capacity to understand key client needs or issues and the organizational skills to ensure strong delivery.

Specific responsibilities include:

There are three primary functions expected with the Client Relationship Manager role:

Develop and maintain loyalty over the long-term with key clients. This will be achieved by gaining a deep understanding the client’s business, and encouraging joint projects that are strategically important to the client

Other Requirements: Regular communication with key stakeholders inside and outside GreatAmerica will be crucial. This role requires a person that is a self-directed with strong communication, analytical and problem solving skills. This role will likely include periodic large project oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly. Must demonstrate sound business judgment.